Question: How Do I Subscribe To A Dashboard In Salesforce Lightning?

How do I subscribe to a Salesforce report?

To schedule emailed reports, select Schedule Future Runs from the Run Report drop-down menu.On the Report Run page, click Subscribe.On the Report Subscription page, choose whether to be notified each time conditions are met or only the first time.Specify each condition in three parts: aggregate, operator, value.More items….

Can we schedule reports in Salesforce?

On the Reports tab, click a report name. Click Schedule Future Runs from the Run Report drop-down menu. If you’re creating a new report, you are asked to save the report in a folder before scheduling. If the report folder is shared with a group, you can schedule the report only for the entire group.

How do I see who is subscribed to a Salesforce report?

If you are in Salesforce Lightning, again, click on the reports tab and then, on the left side, go to ‘All Reports’. On the top will be a tab labelled ‘Subscribed’. Easy as that. Happy reporting!

Can we use joined reports in dashboard?

When report builder isn’t enabled, users can run joined reports, but can’t create them. Joined reports require that the new user interface theme is enabled. … You can’t filter data on a joined report in dashboard view or add a filter to a dashboard that only has joined reports.

How many rows can be shown in a joined report?

Reports display a maximum of 2,000 rows. To view more the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, printable view displays a maximum of 20,000 rows.

How many reports can I subscribe to in Salesforce?

5 reportsCurrently, Users can subscribe to a maximum of 5 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 5 subscribed reports is independent for Salesforce Classic and Lightning Experience.

Can you subscribe to joined reports in Salesforce?

Allow Joined reports to have Subscription functionality available. Any user who can run and view a report should have the subscription function available to have the report delivered on a scheduled basis like a tabular report.

How many reports can be in a Salesforce dashboard?

20 componentsWe can add maximum of 20 components (reports) in a dashboard.

Which are valid dashboard components?

Dashboard components can be charts, tables, gauges, metrics, or other components that you can create with VisualForce. You can show data in reports and dashboards in the form of bars, columns, lines, shapes, or other elements.

What is Salesforce subscription?

Subscription products are services that run for a set period, such as a year-long support service. Salesforce CPQ automates pricing, prorating, and coterminating subscriptions on contracts and renewals.